AWA
HOLA

Alaska Wealth Advisors’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Alaska Wealth Advisors’s Portfolio HOLA Stock Details HOLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$551K Hold
10,478
– – 0.07% 52
2025
Q4 		$547K Buy
10,478
+3,767
+56% +$197K 0.07% 51
2025
Q3 		$346K Buy
+6,711
New +$340K 0.05% 60

Other funds holding HOLA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Alaska Wealth Advisors's HOLA Position: Q1 2026 in Review

Alaska Wealth Advisors held its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) position steady in Q1 2026 at 10,478 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #52.

Alaska Wealth Advisors first reported a position in HOLA in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • Alaska Wealth Advisors held 10,478 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $551K as of Q1 2026.
  • Alaska Wealth Advisors left its JPMorgan International Hedged Equity Laddered Overlay ETF share count unchanged in Q1 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.07% of Alaska Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Alaska Wealth Advisors first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Alaska Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.